David Tateosian has been Chief Commercial Officer of Sandro Wealth Management since September 2025, is a control person of the firm and directly owns under 5% of it. David Tateosian holds a B.S. in Business Administration from the University of Vermont and a General Management Program from Harvard Business School.
Sandro Wealth Management LLC is a Fairfield, NJ firm with $228M under management, 55 clients and 11 advisers across 6 offices, as of its August 2026 filing.
David Tateosian is Chief Commercial Officer of Sandro Wealth. He leads the firm's commercial strategies, client engagement, and revenue channels. He formerly served as President of First Republic Securities Company (now part of J.P. Morgan), where he was instrumental in building First Republic Bank's Private Wealth Management business, and he directed the integration of the firm's wealth management services into J.P. Morgan's platform.
David Tateosian’s longest registration was 14 years at J.P. Morgan Private Wealth Advisors LLC (2010–2024). Before joining Sandro Wealth Management in 2026, David Tateosian was registered through J.P. Morgan Securities LLC and First Republic Securities Company, LLC.
- Sandro Wealth Management LLCCurrent– present · 1 yearSan Mateo, CA · Adviser representative · Firm CRD 332113
- J.P. Morgan Securities LLC– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 79
- First Republic Securities Company, LLC– · 3 yearsSan Francisco, CA · Adviser representative · Firm CRD 105108
- J.P. Morgan Private Wealth Advisors LLC– · 14 yearsSan Francisco, CA · Adviser representative · Firm CRD 108559
- First Republic Wealth Advisors, LLC– · 6 yearsSan Francisco, CA · Adviser representative · Firm CRD 132035
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 January 2023 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 2 January 2023 |
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 10 January 2002 |
| Series 55 | Limited Representative-Equity Trader Exam | 30 June 2000 |
| Series 4 | Registered Options Principal Examination | 2 December 1999 |
| Series 24 | General Securities Principal Examination | 13 May 1999 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 10 May 1991 |
| Series 7 | General Securities Representative Examination | 20 June 1987 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 March 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 January 1987 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Securities Trader Exam
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- David C Tateosian
- CRD
- 1605404
- Firm
- Sandro Wealth Management · CRD 332113
- Role
- Chief Commercial Officer
- Office
- 493 EDGEWOOD ROAD, San Mateo, CA 94402
- Registration
- Investment adviser registration
- In the industry since
- August 1988
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sandrowealth.com
Where does David Tateosian work?
David Tateosian has been Chief Commercial Officer of Sandro Wealth Management LLC since September 2025, and is a control person of the firm.
Is David Tateosian a financial advisor?
Yes. David Tateosian has a current investment-adviser registration, through Sandro Wealth Management since January 2026.
How many years of experience does David Tateosian have?
David Tateosian has 38 years in the financial industry, since August 1988, across 5 adviser firms.
What exams has David Tateosian passed?
David Tateosian has passed 11 licensing exams: the Series 63, Series 6, Series 7, Series 8, Series 24, Series 4, Series 55, Series 3, Series 10, Series 9 and Series 57TO. The earliest, the Series 63, was passed in January 1987. FINRA credited David Tateosian with the SIE, which began in October 2018.
Where did David Tateosian work before Sandro Wealth Management?
Before Sandro Wealth Management, David Tateosian was registered through J.P. Morgan Securities LLC, May 2024 to July 2024; First Republic Securities Company, LLC, March 2011 to October 2014; J.P. Morgan Private Wealth Advisors LLC, July 2010 to July 2024; First Republic Wealth Advisors, LLC, August 2004 to September 2010.
Where is David Tateosian based?
David Tateosian’s registered office is in San Mateo, CA.
Is David Tateosian registered with FINRA?
No. David Tateosian has no current broker registration.
How can I verify David Tateosian’s record?
Search CRD 1605404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Tateosian’s full registration record.
